Daniel Ahmad Profile picture
13 Nov, 12 tweets, 3 min read
Let's talk about a controversial topic in the world of video games.

Chinese games dev Paper Games just shut down its game, Shining Nikki, in Korea after controversy erupted between Chinese and Korean players.

This thread is about how Chinese companies view game exports.

1/
It's no secret that China has a strict regulatory environment for games. There are restrictions that developers have to impose on their own games in order to release them in China.

The most recent example being in Genshin Impact:

This is a top down approach to game censorship, but it's worth noting that there is also a bottom up approach too

Which is to say Chinese game companies also self censor themselves + Chinese players may demand changes

Changes are made pre-emptively, due to the top down approach
So what is the controversy with Shining Nikki?

Well, the game is a simulation RPG with dressing up elements, which is to say a key part of the game is customising your character with outfits and such.

A Hanbok, Korean traditional clothing pack was released in the game.
Some gamers in China took offense to the DLC as they complained that some of the traditional clothes were in fact Chinese (Ming Dynasty era) and not Korean as claimed

This infuriated some gamers in Korea who claimed China was trying to steal Korean traditional culture
This controversy was already going on outside of the game, due to a different comic book controversy, and the release of this DLC only exacerbated the situation.

Ultimately this led to boycotts from both sides, with review bombing of the game and insults to the devs / players
This controversy got so big that even the Chinese Academy of History issued a notice saying that the clothing should be considered traditionally Chinese, which only led to further boycotts and complaints.

Paper Games did address this by saying it would respect Chinese culture.
However, many in China found this response to be lacking and claimed the devs were afraid to anger Korean players.

Ultimately the devs pulled the DLC and refunded users. They also went one step further and censored / banned players in Korea who insulted them / China.
In Korea this caused further outcry. In China people were still complaining about the issue and that the devs had not addressed the core issue of the clothing being traditionally Chinese. This spawned multiple media articles.

Yes, it turns out people care about this a lot.
As the outcry reached its peak, Paper Games put out a statement saying the following.

- They agree the clothing is traditionally Chinese
- They believe insults against China and Chinese users crossed a line
- They will always support China
- They will close the game in Korea
It is a shame that it got to this point, but the outcome is indicative of the approach Chinese game companies take to satisfy their home market

This wasn't a top down order, it was a driven from the bottom up and led to a tangible outcome, with the game being shut down in Korea
Of course these controversies are nothing new for people who are aware of the Blitzchung incident, the Devotion incident and the recent hololive incidents.

But it shows the disconnect between how Chinese regulators and players view games, and how those outside China view games.

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More from @ZhugeEX

13 Nov
Here is the most important part of the Xbox Series X|S launch PR:

"70% of Series X|S consoles are attached to new and existing Xbox Game Pass members"

This is Microsoft's goal with Series X|S, to drive Game Pass subscriptions and generate recurring revenue.

Quick thread 1/
2/ Gaming subscriptions are driving growth on top of traditional spend, not just on Xbox, but on all console platforms. Increases LTV of a console owner.

With PlayStation, over 50% of PS4 owners had signed up to or already had a PS+ subscription in the first few months.
3/ PlayStation has been able to maintain this over 7 years, with 43% of the 107m active PS4 users having a PS+ subscription today.

Nintendo has been able to do the same, releasing Nintendo Online in 2018, which now has ~40% of Switch owners subscribed to the service.
Read 10 tweets
12 Nov
With the PS5 launching in select markets today, I thought I’d do a quick thread with my thoughts on PS5 and PlayStation’s overall strategy going forward.

This is from my pov as an analyst.

1/ Image
Sony is focusing on 3 key areas this gen:

Premium hardware at an affordable price
Exclusive content from first party & partners
Network services + Ecosystem

The PS5 is very much the center of the PlayStation ecosystem, with network services helping to bridge a smooth transition
The PS5 very much feels like a next gen console and has the innovation to match

DualSense increases the immersion of playing games

Custom SSD enables faster load times & unique game design

Its dual SKU strategy doesn’t compromise on power

The new UI feels snappy & responsive
Read 22 tweets
12 Nov
Not surprising to see PUBG Corp take this route.

PUBG Mobile was the #1 grossing mobile game in India, and its ban was felt by both the developers and players.

This new custom version will aim to satisfy regulators, but it remains to be seen if this will be enough.
I put together a thread on this topic a couple of days back with my thoughts on how this would all play out.

PUBG Mobile is still technically banned. Indian regulators would either need to overturn it, or simply allow this custom version to launch.

The ironic aspect is that India banned the game for its affiliation with Tencent / China

Yet this custom ver. of the game is clearly the China version from Tencent

Green blood? Virtual training ground? Limits on playtime?

Yep, that's the China version

Read 4 tweets
11 Nov
Among Us continues to grow in popularity worldwide, now surpassing 217m installs on mobile.

It's not easy to play the game in China though, as it does not have a Simplified Chinese localisation / local servers.

So what can Chinese gamers do? 1/

venturebeat.com/2020/11/09/sen…
2/ It's worth noting that the game does not have an official license to operate in China. China is a complicated market where video games are regulated heavily.

Achieving an official release requires working with a Chinese publisher and gaining approval from regulators.
3/ China is a country of 685 million gamers that spent over $33 billion on games last year. Players have diverse tastes and actively seek out new and fun experiences.

Whether a game has an official release or no localisation at all, Chinese gamers will discover and play them.
Read 11 tweets
10 Nov
PUBG Corp's partnership with Microsoft to host PUBG and PUBG Mobile on Azure has led to speculation that the company made the move so that it can re-enter the India market, where the game was banned earlier this year

Going to do a quick thread on this 1/

techcrunch.com/2020/11/05/pub…
In case you missed this article I wrote, India has banned a number of Chinese published mobile games due to rising tensions between the two countries and potential national security issues.

PUBG Mobile was banned because Tencent is the dev and publisher.

nikopartners.com/indias-ban-of-…
Even with Tencent moving its servers / data to India, the game was still banned by the govt due to its Chinese affiliation.

As I noted at the time, the game was #1 in India by downloads / revenue. The the ban was a huge blow to both Tencent / PUBG Corp

Read 9 tweets
10 Nov
I've had the Xbox Series X for over 3 weeks now, and with the Xbox Series X|S launching today, I wanted to share some quick thoughts and previous twitter threads i've done regarding Xbox's future strategy.

Primarily from my POV as an analyst.

My key takeaway is that the console has a very premium and polished feel to it. From the design of the console to the UI and software

It's launching in a more complete state than the Xbox One did and is bolstered by new technology & innovations to improve the overall experience
Quick resume is indeed impressive.

After finishing Tell Me Why Ch1 I was able to instantly jump into Forza to complete a few races, then jump back to Tell Me Why after Ch2 finished downloading, with each transition taking just a few seconds.

No need to quit / restart games.
Read 11 tweets

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